Step-by-step on how to connect One Click Contractor to Zapier
Note: In order to proceed with this documentation it does require you to have an account on zapier.com. You can do this by simply browsing to https://www.zapier.com and signing up for an account.
When signing up for an account, there are a few different things you need to consider when choosing the type of account you are choosing:
- The number of times you foresee the events running. For example, if you have a trigger set up to create a row in a Google Sheet every time a job is created, the free version would only allow you to perform that action 100 times in a month. You will need to keep an eye on the number of “tasks” allowed with a given plan and consider that when choosing your account.
- Depending on the application you’re wanting to integrate One Click Contractor with might require a “Premium” (or paid) subscription.
Step 1: Connecting your Zapier Account with One Click Contractor
Note: The screens you will see may be slightly different as Zapier makes updates as well as the name and version number may change as we release updates to the integration. In the case of this documentation you’ll notice it says “Staging”.
- Our Zapier integration is currently available “by Invitation Only”
- To access, please follow the link to accept the invitation and Build your first Zap
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- Click “Accept Invite & Build a Zap”
- From the left-hand side of the window, click “Make a Zap”
- The first step is configuring the “Trigger”. In this case, One Click Contractor is going to be the “Trigger” and is going to initiate an Action in the other application(s)
- In the App Event window, enter “One Click Contractor” in the “Search Apps” section and then select “One Click Contractor (###)”
- Under “Trigger Event” click the drop down and choose “Job Updated or Created Event”
- Click Continue
- You will then need to Sign In to your One Click Contractor Account. Keep in mind that you should only have to do this once and on subsequently created Zaps you can use the saved credentials.
- In the popup, enter your email address and password for an “Org Admin Account” or the account that has permissions to the data you need. Once you’ve entered the credentials, click “Yes, Continue”
- From the trigger screen, select the newly created account from the dropdown.
- Once you’ve selected the appropriate account, click Continue
- The next screen, we need to select the appropriate criteria to filter the events. You will need to select:
- The selected Organization(s) you want to run this on
- Whether or not you want it to include all orgs below
- Filter the type of event(s) you want to use to trigger this zap
- To select an organization, click the dropdown and select the appropriate organization from the list (in most cases, it will show a single one)
- For the option of “Include All Child Orgs” it is recommended to choose “Yes, include all child orgs”
- For the Filter, choose the events you would like to use in this zap. The options are:
- Job Created: This event is triggered when a Job is Created
- Job Updated: This event is triggered when an update happens to a Job. A few examples would be:
- Updated Address
- Changing a phone number
- Updating a name
- Etc.
- Job User Assignment Changed: This event is triggered when a job is reassigned to a different user.
- Job Status Changed: This event is triggered when a job has a status that is changed.
- Once you have created the trigger, you can Test the trigger by clicking “Test trigger” which will pull a job record from your One Click to validate things are working appropriately.
- Once you see the data show up, you can click “Continue”
- Now that the trigger has been configured appropriately, you’re ready to set up the Action. This is the actual update that is going to happen as a result of the Trigger we set up. A few examples would be:
- Create/Update a Customer in QuickBooks when a job is created/updated.
- The steps to complete that will be based on the app you’re connecting to. For more information and the availability of those, please reference the developer of that application and Zapier for more information.